1,500 Shares in Costco Wholesale Corporation $COST Purchased by Coquina Private Wealth LLC

Key Points

• Coquina Private Wealth opened a new position of 1,500 Costco shares in Q4 worth about $1.293 million, representing 1.0% of the firm's holdings and its 21st largest holding.
• Quarterly results beat expectations: Costco reported $4.58 EPS vs. $4.55 consensus and $69.6 billion in revenue (up 9.2% year-over-year), underpinning analyst forecasts of roughly 20.31 EPS for the fiscal year.
• Dividend increased: the board raised the quarterly payout to $1.47 (annualized $5.88) with an ex-dividend date of May 1 (yield ~0.6%), and the stock carries a MarketBeat consensus of "Moderate Buy" with an average target of $1,045.97.

Coquina Private Wealth LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,500 shares of the retailer's stock, valued at approximately $1,293,000. Costco Wholesale accounts for 1.0% of Coquina Private Wealth LLC's holdings, making the stock its 21st largest holding.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in COST. Pasadena Private Wealth LLC boosted its position in shares of Costco Wholesale by 0.8% during the third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer's stock valued at $1,299,000 after purchasing an additional 11 shares in the last quarter. Tandem Investment Partners LLC raised its holdings in Costco Wholesale by 1.1% in the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer's stock worth $916,000 after purchasing an additional 11 shares in the last quarter. Optima Capital LLC lifted its position in Costco Wholesale by 0.9% during the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer's stock valued at $1,104,000 after buying an additional 11 shares during the period. Gratus Wealth Advisors LLC boosted its holdings in shares of Costco Wholesale by 0.8% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer's stock valued at $1,295,000 after buying an additional 11 shares in the last quarter. Finally, Cascade Investment Group Inc. increased its stake in shares of Costco Wholesale by 1.0% in the 3rd quarter. Cascade Investment Group Inc. now owns 1,151 shares of the retailer's stock worth $1,065,000 after acquiring an additional 11 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company's stock.

Costco Wholesale Stock Down 0.3%

NASDAQ:COST opened at $1,011.15 on Friday. The firm has a market cap of $448.60 billion, a P/E ratio of 52.58, a P/E/G ratio of 5.00 and a beta of 0.99. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The firm has a 50-day simple moving average of $997.12 and a two-hundred day simple moving average of $948.04.

Costco Wholesale (NASDAQ:COST - Get Free Report) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter in the prior year, the firm posted $4.02 earnings per share. The business's revenue was up 9.2% on a year-over-year basis. Analysts predict that Costco Wholesale Corporation will post 20.31 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be given a $1.47 dividend. This is a boost from Costco Wholesale's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale's payout ratio is currently 30.58%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.10% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on COST shares. Telsey Advisory Group boosted their price objective on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an "outperform" rating in a research note on Thursday, April 9th. Roth Mkm reaffirmed a "sell" rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. JPMorgan Chase & Co. lifted their target price on shares of Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an "overweight" rating in a report on Friday, April 17th. Wells Fargo & Company upped their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an "equal weight" rating in a research note on Thursday, April 9th. Finally, The Goldman Sachs Group reduced their price objective on Costco Wholesale from $1,171.00 to $1,088.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $1,045.97.

More Costco Wholesale News

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Board raised the quarterly cash dividend to $1.47 (annualized $5.88), signaling confidence in cash flow and making the stock more attractive to income-focused investors. Costco (COST) Approves Quarterly Dividend Increase Amid Robust Sales Growth
• Positive Sentiment: Coverage highlights that the September 2024 membership fee hike is now fully flowing into 2026 results, helping margin expansion and supporting recent EPS beats — a direct earnings tailwind. Costco Wholesale Corporation (COST): One of the Best Safe Stocks for Beginner Investors
• Positive Sentiment: Company continues to open new warehouses, plus a Costco Business Center and fuel station win that should boost regional sales and commercial accounts over time. Expansion supports long-term same-store growth and membership value. Costco aims for dozens more warehouses in coming years: Here’s when the newest open
• Neutral Sentiment: Multiple commentary pieces debate valuation: some say near-$1,000 price is justified by cash generation and resilience, others warn the stock looks expensive — this debate can mute buying momentum. Is Costco's Stock Too Expensive Now?
• Neutral Sentiment: Market-note pieces pointing to recent intraday moves and the stock’s position relative to its all-time high are creating short-term trading interest but not new fundamental news. Costco (COST) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: Sam’s Club launched initiatives touted as reasons some members might switch, renewing concerns about competitive pressure on membership growth and price-driven traffic. Sam's Club just gave members a reason to ditch Costco
• Negative Sentiment: Rivals such as BJ’s are expanding into new markets (e.g., Texas), adding localized competition that could pressure price or fuel margins in certain regions. New BJ's locations Texas: Club rivaling Costco, Sam's expands to Texas

About Costco Wholesale

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company's product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco's business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

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